Exit Planning Strategy – Proposal Template

Use this simple template to help develop your exit planning strategy proposal. The exit planning strategy example template includes a foundation for building a successful exit plan process, in a proposal format. This document will help advisors prepare a scope of work that describes the steps they can take to help their client companies develop a clear strategy for transition. Included is simple language to describe the process as well as investment suggestions for the service.

This information is for members of the Galliard Family Business Advisor Institute – please sign in: